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29 July 2010

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Macro View

Watching the policy cycle

The Big Call

Manufacturers rush inland

The migration of industrial capacity from the east and south coasts to hinterland cities is speeding up, spurring a host of fundamental changes in its wake.

Consumer China

Mobile phone handsets - Generational change

Third generation mobile is finally gaining traction in China, bringing with it new opportunities for mobile handset makers and chip developers.

MediaTek - hit by knock-off crackdowns

Government crackdowns on knock-off handsets in China and other emerging markets have started hurting sales in recent months.

Lenovo Mobile - targeting the young middle class

The newly re-purchased unit of Hong Kong-listed Lenovo Group is hoping its new smartphone will remain a big hit with the young middle class.

Spreadtrum - Fledgling chip company sees revenue soar

Spreadtrum's first quarter revenues surged 534% to $52.1m, helped by the roll out of 3G in China.

ZTE - moving fast into handsets

The network operator is hoping that mobile handset revenues will grow to half of group sales from the current 20%, within the next five years.

Nokia - Staying ahead of the knock-offs

The mobile handset giant is working hard to defend against competition from bandit handsets in China's lower tier and rural regions.

Financial China

How risky is Rmb 2,000bn in banks' off-books lending?

One upshot of the regulator's order to halt a ballooning business in off-balance-sheet lending may be to inject more investment liquidity into capital markets.

Selected Financial Charts

A selection of key financial data.

Capital Intensive China

Metal movers - Trends in capital intensive industries

Metal futures markets generally see a stabilisation scenario for prices after recent declines, while container shipping shows a bullish trend.

The Best of Chinese Commentators

China's labour cost woes

Will rising wage costs signal an end to China's manufacturing prowess?

A global double dip?

With cracks emerging in the proverbial stimulus policy patch ups in China and the west, are commentators nervous that another economic dip is on the horizon?

Guest Column

The world should pray for a U-shaped recovery in China

Professor Wang Jianmao of China Europe International Business School looks back to the overheating days of the mid 1980s to warn that without the necessary economic adjustment, China could be headed for another hard landing.

Funds Data

Taiwan funds remain firmly in favour

Investor flows to Taiwan funds have been soaring for three consecutive weeks.

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China Confidential Funds, a new research service launched by FT China Confidential, is dedicated to illuminating the mainland fund industry. Our team of fund industry experts in Shanghai search out the interesting trends in fund performance, strategy, interactions with overseas funds, regulatory changes, distribution and management. We also use a proprietary system to track the emerging flows of Chinese money. Click here to find out more.

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